A recent survey found that "54 percent of Canadians like preparing to file their taxes," and that "57 percent say their files are organized throughout the year." The results would indicate that our friends to the north are a bit off, pathological liars or maybe it's because they're actually capable of having a sense of humor about the whole process. [CGA]
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Traditionally, the role of accounting professionals in estate planning has been tertiary at best, with clients consulting CPAs only on the tax implications of select decisions—or simply leaving them out of the process altogether. As you’re certainly sick of hearing by now, however, today’s most successful CPAs are taking on more advisory functions, with one […]
Pop quiz, CPAs: What do you tell a client who asks you about the tax benefits of direct indexing? If your answer is “Pretend I need to go to the bathroom and hope I can get one of my advisor friends on the phone to explain it to me in time,” this article is for […]